Fixing messed-up Reservation Splits

Q:  I split a reservation like I have many times with no problem, but this time his entire Transaction History disappeared! Both accounts are blank. Can you

please help me?

A:  Sometimes things can get really confusing when a split is done wrong or you're trying to correct something and end up with reservations and transactions where you don't want them.  The best way to fix it is to try to get back to one reservation with the transactions, regardless of whether it's on the right site or dates, and start again.

The first step is to go into Customer Details, and click on Reservation History.  Look at each one that could be part of what you've been working on (based on the sites/dates involved before or after the split), and see if you can find the one with the transactions on it (it may have a balance, or you may have to view on each one and look at its Transactions).  If you see more than one that "appears" to have the same transactions, then they are part of a sub-member group -- make sure you know which one is the "Linked master", which will be indicated in the "Linked Reservations" field.

Once you have found the one with the original transactions, Delete any others that might have been done wrong (e.g. on the same site/dates as the original or the post-split action), and then start over with the one that has the transactions.  You need to be an Administrator to use the Delete button in Reservation Details, but this is recommended to clean up the mess and avoid confusion.  Depending on the situation, you may have to force the remaining reservation back on the original site & dates -- first fix the dates (possibly requiring you to change it back to Pending first), and then put it back on the original site.  Then you should be able to see it back on the Rack in the right place and then you can try the Split again.

Note: A newer article exists with more detailed information:

 Fixing Reservations Split/Linked incorrectly